Here you can configure settings case records.

Please read the knowledge-base  KB: how to set case record.



Please refer to the numbers on the screenshot above:

1. You can switch this option ON/OFF if you want to activate or disable case record option, then proceed to link the custom module you need and add the corresponding name, date of birth, gender fields.

2. Here, you can set the fields for notifications, either a "mobile phone" or "email" field, you can also select whether you want the tokens to be sent by SMS or email whenever a job is created, accepted or validated.

3. Sharing options allow you to select whether you want requesters to be able to select case records of other requesters or to share them with all requesters.

4. In this section, you can choose whether you want to include the latest obtained results on your report, you can also choose which date you want to use in trending charts x-axis.

5. With this feature, you can check whether your case record module is optimized in the database, simply click on the "check" button.


Tips / Hints

You can add two more extra fields to your case record. Please note that only "field" and "calculate" can be added, these extra fields will then appear on the job form.